Orchestrate · Raising a new job

Reporting a problem, the simple way.

A short, step-by-step guide to raising a new job in Orchestrate — from the Home screen, through the wizard, to the moment you submit and get your job reference.

AudienceEngineers and building managers
Reading timeAbout 10 minutes
App versionConcerto Orchestrate (mobile)

Welcome

What "Raise a job" does.

Sometimes you spot a problem that needs fixing — a leaking tap, a broken door closer, a faulty light — and you want the right team to know about it. Raise a job is the Orchestrate feature that turns what you've seen into a properly tracked job in Concerto, with a reference number, in less than a minute.

By the end of this guide you will be able to

Before you start

A few things to know up front.

You'll need permission

The Raise job tile only appears on your Home screen if your Concerto administrator has given you permission to raise jobs. If you can't see the tile, ask your administrator to enable it for your role — there's nothing you can do in the app to turn it on yourself.

How the wizard is built

What you see on each screen is set up by your Concerto administrator, so two organisations will look different. The order is always the same — workspace, site, category, workflow, questions, summary — but the categories, workflows and questions will be specific to your business.

Tip

If you're not sure which workflow to pick, look at the names carefully — they're written by your administrator to match the problems you're most likely to see. Report a leak, Damaged door, Lighting fault are typical.

Step by step

The happy path — raise a job in six steps.

This is the most common route through the wizard. Some screens are skipped automatically when there's only one sensible option to pick.

  1. Tap Raise job on Home

    From the Orchestrate Home screen, tap the green Raise job tile. The wizard opens with a title bar that reads Raise a job and a Home button you can use to cancel at any time.

    Home — Raise job tile
    Home screen — the Raise job tile is the entry point. images/01-home-raise-job.png

  2. Pick a site

    Choose the site where the problem is. Use the search box at the top to narrow it down if it's a long list.

    Sites list
    Tap the site, or type to search. images/02-sites.png

  3. Pick the workflow

    This is the most important choice. The workflow you pick (your administrator may call them flows) controls every screen that follows — which questions you're asked, whether you need to link an asset, whether photos are required. Names are deliberately plain-English: Report a leak, Lighting fault, Damaged door.

    Workflows
    Pick the workflow that best matches the problem. images/03-flows.png

  4. Link an asset (when asked)

    Some workflows are tied to a specific piece of equipment — a boiler, a fire panel, a fan coil unit. When that's the case, the wizard asks you to pick the asset type and then choose the exact asset on the site.

    The fastest way is to scan the barcode or QR code on the asset itself. The camera opens and finds the asset for you. If you can't scan, you can type to search by name or code instead.

    Asset scan
    Scanning the asset barcode is the quickest way to link the right equipment. images/04-asset-scan.png

    Not every workflow needs an asset

    Plenty of workflows are about the building rather than a piece of equipment — a blocked drain, a window left open, graffiti. Those workflows skip this step entirely.

  5. Answer the questions

    The wizard now walks you through a series of short questions — one per screen. Tap the answer that fits, or type into the box, and then tap Next. A progress bar at the top shows roughly how far through you are.

    The exact questions depend on the workflow, but here are two common examples.

    Yes / No question
    A simple Yes / No question. images/05-question-yesno.png
    Photo upload
    A photo step — tap Add photo to take or pick an image. images/06-question-photo.png

    You can tap the back arrow at the top of the screen at any point to change an earlier answer.

    Most workflows finish with a free-text screen that asks you to describe the problem in your own words. Keep it short and factual — what you saw, where, and anything the responding engineer will need to know to find it.

    Description
    The description step — your own words, free-text. images/07-description.png

  6. Review the summary and submit

    Before the job is sent, Orchestrate shows a Request summary screen. It lists everything you've entered — the site, the asset (if any), the workflow (shown as Action), every answered question, and your description.

    Read through it. If anything's wrong, tap the back arrow to go back and change it. When you're happy, tap Submit.

    Request summary
    The summary shows everything you've answered — your last chance to change anything. images/08-summary.png

    You'll see a green confirmation screen and the message "Your request has been submitted. You will receive a message shortly with the new job reference." The reference comes through as a notification once Concerto has accepted the job.

    Thank you
    The confirmation — your job is on its way. images/09-thank-you.png

Reference

Question types you might see.

Your administrator can build a workflow from any combination of the question types below. You won't see all of them in any single workflow — only the ones that make sense for the problem you're reporting.

Type What it looks like How to answer
Yes / No Two large buttons. Tap Yes or No.
Short text A single-line input box. Type a brief answer and tap Next.
Long text A larger multi-line box. Used for descriptions — be specific but concise.
Date A date picker. Pick the date, then Next.
List (single-select) A scrollable list, often searchable. Tap one item.
Multi-select A list with check-boxes. Tap as many as apply, then Next.
People picker A searchable list of users. Tap the person you want to assign or refer to.
Photo upload An Add photo button with a list of attached images. Take a new photo or pick one from your gallery. You can add several.
Confirmation A read-only paragraph with a Next button. Read the message and tap Next to acknowledge.

Why questions change

The wizard adapts to your answers.

You may notice that two people raising the same workflow end up with different questions. That's by design. Workflows are branching — your answer to one question decides which question Orchestrate shows you next.

For example, on a Report a leak workflow, answering Yes to "Is water actively coming through the ceiling?" might add an urgent Safety question and skip the routine ones. Answering No takes you down the standard path.

You don't need to do anything to make this work — just answer each question honestly and the wizard will show you the right next step.

Tip

If you change your mind, use the back arrow to step backwards. Editing an earlier answer may change the questions that come after it.

Troubleshooting

If something goes wrong.

SymptomWhat to do
I can't see the Raise job tile on Home You don't have the permission turned on. Ask your Concerto administrator to enable Can raise new jobs for your user role.
The workflow I expected isn't in the list Workflows are tied to the workspace and category you picked. Use the back arrow and try a different category, or check with your administrator that the workflow has been published.
The wizard asks for an asset and I can't find it Try the scan-the-barcode route first. If the asset hasn't been registered in Concerto, ask your administrator to add it before you raise the job.
I tapped Submit but didn't get a reference If you were offline, the request is sitting in the device queue and will be sent automatically when you reconnect. You'll get the reference as a notification once Concerto accepts it.
I made a mistake after submitting You can't edit a submitted job from the app. Contact the helpdesk and quote the reference once you receive it.